Casita: the new home for your money

We’re on a mission to help people make empowered financial decisions.

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Hi, I’m Mark.

My goal is to help you feel confident about your financial choices, no matter where you're starting from.

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Our service: financial planning

We help clients make empowered financial decisions by empathically listening, educating, and providing clear counsel.

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How’s your financial health?

Take 5 minutes to use our calculator and find out your Financial Health Score.

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Let’s Build Boldly

Everyone deserves solid financial guidance, regardless of their circumstances. Partner with Casita and let’s build boldly towards your financial future. 

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